CWM
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Cornerstone Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

Cornerstone Wealth Management’s Portfolio MOAT Stock Details MOAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
29,283
+2,321
+9% +$235K 0.13% 155
2026
Q1 		$2.61M Buy
26,962
+1,243
+5% +$129K 0.13% 157
2025
Q4 		$2.66M Buy
25,719
+1,341
+6% +$137K 0.14% 149
2025
Q3 		$2.42M Buy
24,378
+3
+0% +$293 0.13% 147
2025
Q2 		$2.29M Buy
24,375
+149
+0.6% +$13.1K 0.14% 141
2025
Q1 		$2.13M Buy
24,226
+3,688
+18% +$339K 0.14% 142
2024
Q4 		$1.9M Buy
20,538
+2,728
+15% +$263K 0.13% 153
2024
Q3 		$1.73M Buy
17,810
+1,233
+7% +$113K 0.12% 154
2024
Q2 		$1.44M Buy
16,577
+1,707
+11% +$148K 0.11% 157
2024
Q1 		$1.34M Buy
14,870
+2,121
+17% +$182K 0.11% 169
2023
Q4 		$1.08M Buy
12,749
+1,115
+10% +$86.6K 0.09% 183
2023
Q3 		$882K Buy
11,634
+1,173
+11% +$93.4K 0.08% 205
2023
Q2 		$835K Sell
10,461
-50,815
-83% -$3.82M 0.07% 211
2023
Q1 		$4.52M Buy
+61,276
New +$4.35M 0.44% 48
2022
Q3 		$3.79M Buy
63,172
+3,433
+6% +$231K 0.42% 54
2022
Q2 		$3.81M Buy
59,739
+1,661
+3% +$114K 0.42% 53
2022
Q1 		$4.34M Buy
58,078
+549
+1% +$40.5K 0.42% 50
2021
Q4 		$4.38M Sell
57,529
-1,582
-3% -$120K 0.42% 52
2021
Q3 		$4.33M Buy
59,111
+2,879
+5% +$217K 0.46% 47
2021
Q2 		$4.17M Buy
56,232
+2,352
+4% +$171K 0.44% 48
2021
Q1 		$3.73M Buy
53,880
+41,004
+318% +$2.7M 0.44% 48
2020
Q4 		$798K Sell
12,876
-2,715
-17% -$160K 0.1% 182
2020
Q3 		$851K Sell
15,591
-651
-4% -$35.6K 0.13% 156
2020
Q2 		$848K Buy
16,242
+3,734
+30% +$186K 0.14% 153
2020
Q1 		$547K Buy
12,508
+1,744
+16% +$89.7K 0.11% 187
2019
Q4 		$590K Buy
10,764
+1,910
+22% +$101K 0.1% 191
2019
Q3 		$444K Buy
8,854
+750
+9% +$36.8K 0.08% 222
2019
Q2 		$389K Buy
8,104
+980
+14% +$46.4K 0.07% 239
2019
Q1 		$956K Sell
7,124
-410
-5% -$18.5K 0.12% 187
2018
Q4 		$304K Sell
7,534
-235,718
-97% -$10.5M 0.06% 257
2018
Q3 		$6.01M Sell
243,252
-78,324
-24% -$3.57M 0.08% 251
2018
Q2 		$7.38M Buy
321,576
+314,834
+4,670% +$13.4M 0.08% 247
2018
Q1 		$271K Buy
6,742
+573
+9% +$24.9K 0.05% 308
2017
Q4 		$265K Buy
6,169
+157
+3% +$6.48K 0.05% 328
2017
Q3 		$241K Buy
6,012
+890
+17% +$35.2K 0.05% 322
2017
Q2 		$203K Buy
+5,122
New +$197K 0.05% 355

Other funds holding MOAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Wealth Management's MOAT Position: Q2 2026 in Review

Cornerstone Wealth Management increased its VanEck Morningstar Wide Moat ETF (MOAT) stake by 8.6% in Q2 2026, buying an estimated $235K and bringing the position to 29,283 shares worth $3.04M. The position accounts for 0.13% of the portfolio, ranked #155.

Cornerstone Wealth Management first reported a position in MOAT in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.38M in Q2 2018. 728 funds tracked by Wall St. Rank hold MOAT as of Q2 2026.

  • Cornerstone Wealth Management held 29,283 shares of VanEck Morningstar Wide Moat ETF worth $3.04M as of Q2 2026.
  • Cornerstone Wealth Management bought 2,321 VanEck Morningstar Wide Moat ETF shares in Q2 2026, an estimated $235K.
  • VanEck Morningstar Wide Moat ETF made up 0.13% of Cornerstone Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Cornerstone Wealth Management first reported a position in VanEck Morningstar Wide Moat ETF in Q2 2017 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's VanEck Morningstar Wide Moat ETF position peaked at $7.38M in Q2 2018.
  • 728 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.